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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,535 | $81,696+69.6% | $70,494+96.5% | $158,982-12.9% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 20.24% | 208.70%-188.5pp | 109.16%-88.9pp | 302.99%-282.8pp |
| Employer contribution / active EE | $6,912 | $3,220+114.7% | $2,738+152.4% | $4,763+45.1% |
| Participant deferral / active EE | $8,090 | $4,558+77.5% | $3,711+118.0% | $5,983+35.2% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |